Jim Cramer

While things do look muted I do think there could be some excellent pin action off of the Dell call. Intel, AMD, ARM all make a ton of sense and i know you don't want to hear i but this is another example of NVDA dominance...

As i kept emphasizing at the top of these last two shows, you have to embrace the bull when it comes to real AI like what Dell delivers or ARM or Snowflake or Intel or AMD or AMAT or Nvidia --and yes the latter is still the king.

Look, i get it, CRM has now run 8 points. But i have said we are going to stick with it and we would have bought more but we are frozen

It is hard to hate CRM at $174 with the model switch and the HUMILITY

One other point worth pondering. We are hearing analysts express outward, genuine surprise about some of these data center equipment numbers. They can't believe it. And it isn't the usual cheerleading, it's actually real. Go listen to Snowflake and MRVL

A little confused here about why a U.S. Senator-- I think i should spare him the name--would be looking into Jensen Huang joining the advisory board of a major Chinese educational institution (PCAST). The senator would be advised to also look into Elon Musk, Satya Nadella, Tim Cook, Mark Zuckerberg, Michael Dell, Mary Barra, David Solomon, Steve Schwarzman and James Quincey, among a lot of other American greats

Snowflake, blowout--CRM, to be continued

1. Data center stocks "For the pure semiconductors — besides Micron, which can still go higher because it is still cheap on a PE basis but you are most certainly not early — you can buy AMD, Marvell, and Intel. AMD has both CPU and GPU chips. Intel has CPU chips and a packaging business and needed foundries. Marvell has a terrific optical division. You can still buy storage and that’s Sandisk, Seagate and Western Digital. Dell still makes sense and can go higher because it is killing the competition."

HAPPENING NOW: CNBC's Jim Cramer discusses which stocks in the Investing Club portfolio are working — and which are not. Join the Investing Club to watch live: http:// cnb.cx/4nUQePi

The battle to keep MU up... can it maintain pre-market rally?

Where are the enterprise software buyers now? After Intuit declines in CRM, ADBE, NOW...

Where are the enterprise software buyers now? After Intuit declines in CRM, ADBE, NOW...

Arm is soaring here... Wow, lots of ARM --burn less hot!!!

S&P futures not taking into account earnings, all about oil and oil turns when Iran says getting close to a deal...

We have a nice sized position in ARM and while I like it very much, it seems a little silly that it is last night's BIGGEST winner off of the Nvidia call

Stay close to the I-banks. Avalon Bay and Equity Residential getting together. These giant IPOs. The p-e' s for this group are way too low. We like GS for the CNBC Investing Club..

It seems so easy to just go buy the Amazon or Alphabet GPU version but they are hard to get credit against and do not hold their value over the years like Nvidia's do. Doesn't matter tomorrow or the next day, does matter over the long haul. And i like AMZN & GOOGL

Target over done; TJX stay the course.... HD will hold